Amneal Pharmaceuticals, Inc. - AMRX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 26,562,093 | 459,789 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TPG GP A, LLC | History | No change | 12,328,767 | 213,410 | 4.27% | 4.27% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 12,137,727 | 210,104 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rubric Capital Management LP | History | No change | 10,168,660 | 176,019 | 1.61% | 1.61% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 7,710,126 | 133,462 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 7,356,977 | 127,349 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 5,816,123 | 117,138 | 0.02% | 0.02% | 7 | +21,860 | 0.38% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,139,449 | 88,977 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 3,831,581 | 76,899 | 0.12% | 0.09% | 9 | +536,048 | 16.27% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 4,110,028 | 71,144 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,887,179 | 67,280 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Invesco Ltd. | History | No change | 3,502,000 | 60,619 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 3,324,875 | 57,553 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,013,961 | 52,171 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 2,026,781 | 40,819 | 0.04% | 0.05% | 15 | -418,768 | -17.12% | Q3 2026 | Oct 15, 2026 |
| Nantahala Capital Management, LLC | History | No change | 2,268,751 | 39,272 | 1.31% | 1.31% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,147,450 | 37,172 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,914,895 | 33,146 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 1,524,355 | 30,700 | 0.2% | 0.08% | 19 | +741,577 | 94.74% | Q3 2026 | Oct 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,650,255 | 28,555 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,581,869 | 27,386 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westshore Wealth, LLC | History | No change | 1,366,274 | 23,650 | 7.34% | 7.34% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,146,813 | 23,096 | 0.01% | 0.01% | 23 | +154,996 | 15.63% | Q3 2026 | Nov 02, 2026 |
| BlackBarn Capital Partners LP | History | No change | 1,300,000 | 22,503 | 1.9% | 1.9% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,169,282 | 20,240 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 996,932 | 20,078 | 0.0% | 0.0% | 26 | -18,250 | -1.8% | Q3 2026 | Nov 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,148,015 | 19,872 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 945,445 | 16,365 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | No change | 825,120 | 14,282 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Phocas Financial Corp. | History | No change | 819,476 | 14,185 | 1.97% | 1.97% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 795,000 | 13,850 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 795,537 | 13,770 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 795,028 | 13,761 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 777,268 | 13,454 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 774,055 | 13,398 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 638,040 | 12,887 | 0.01% | 0.01% | 36 | +26,810 | 4.39% | Q3 2026 | Nov 03, 2026 |
| SEI INVESTMENTS CO | History | No change | 690,897 | 11,959 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 664,890 | 11,509 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 649,179 | 11,237 | 0.26% | 0.26% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 614,206 | 10,631 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 511,064 | 10,292 | 2.54% | 4.32% | 41 | -500,000 | -49.45% | Q3 2026 | Oct 29, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 591,835 | 10,244 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkman Healthcare Partners LLC | History | No change | 541,190 | 9,367 | 0.96% | 0.96% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 521,888 | 9,033 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quartz Partners, LLC | History | Reduced | 433,074 | 8,722 | 2.64% | 2.59% | 45 | -23,017 | -5.05% | Q3 2026 | Nov 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 430,557 | 8,671 | 0.03% | 0.03% | 46 | +64,467 | 17.61% | Q3 2026 | Oct 28, 2026 |
| Voleon Capital Management LP | History | No change | 486,052 | 8,413 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFM Health Sciences, LP | History | No change | 480,715 | 8,321 | 0.71% | 0.71% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 458,067 | 7,929 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 444,400 | 7,692 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 443,647 | 7,679 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 434,132 | 7,514 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 422,395 | 7,311 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 404,743 | 7,006 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 398,189 | 6,892 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 396,954 | 6,871 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Legal & General Group Plc | History | No change | 395,645 | 6,848 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 377,090 | 6,527 | 1.35% | 1.35% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Informed Momentum Co LLC | History | No change | 337,663 | 5,844 | 0.52% | 0.52% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 334,758 | 5,794 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 331,168 | 5,732 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 329,652 | 5,706 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss National Bank | History | No change | 320,000 | 5,539 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 319,816 | 5,536 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 313,725 | 5,430 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 433,226 | 5,384 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 305,991 | 5,296 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 283,033 | 4,899 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 272,837 | 4,722 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 272,000 | 4,708 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 232,670 | 4,685 | 0.0% | 0.01% | 71 | -117,759 | -33.6% | Q3 2026 | Nov 06, 2026 |
| Signature Wealth Management Partners, LLC | History | New | 232,426 | 4,681 | 2.0% | — | 72 | +232,426 | New | Q3 2026 | Oct 21, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 256,843 | 4,445 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 240,060 | 4,155 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 234,773 | 4,063 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 233,270 | 4,037 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 230,997 | 3,999 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 219,400 | 3,797 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 218,294 | 3,778 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Artemis Investment Management LLP | History | No change | 186,125 | 3,748 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CREDIT AGRICOLE S A | History | No change | 214,287 | 3,709 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 213,597 | 3,697 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 183,161 | 3,688 | 0.0% | 0.0% | 83 | -31,882 | -14.83% | Q3 2026 | Nov 04, 2026 |
| Quantinno Capital Management LP | History | No change | 209,030 | 3,618 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 206,796 | 3,579 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 202,662 | 3,508 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 197,300 | 3,415 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paralel Advisors LLC | History | No change | 185,831 | 3,216 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtus Wealth Solutions LLC | History | New | 159,140 | 3,205 | 0.54% | — | 89 | +159,140 | New | Q3 2026 | Nov 03, 2026 |
| Odyssean, LLC | History | No change | 183,507 | 3,176 | 0.52% | 0.52% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 181,223 | 3,136 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 171,488 | 2,968 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cinctive Capital Management LP | History | No change | 170,506 | 2,951 | 0.11% | 0.11% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 169,801 | 2,939 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 168,863 | 2,923 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 156,546 | 2,709 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 131,485 | 2,648 | 0.0% | 0.0% | 97 | +21,122 | 19.14% | Q3 2026 | Nov 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 130,358 | 2,625 | 0.06% | 0.03% | 98 | +42,215 | 47.89% | Q3 2026 | Oct 16, 2026 |
| Corient Private Wealth LP | History | No change | 150,698 | 2,608 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 146,508 | 2,536 | 0.32% | 0.32% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | No change | 144,816 | 2,506 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 144,705 | 2,504 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 141,629 | 2,451 | 0.1% | 0.1% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 140,778 | 2,430 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 117,408 | 2,365 | 0.0% | 0.0% | 105 | +4,283 | 3.79% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | Added to | 116,467 | 2,345 | 0.0% | 0.0% | 106 | +25,135 | 27.52% | Q3 2026 | Nov 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 134,620 | 2,330 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 119,275 | 2,296 | 0.03% | 0.01% | 108 | +101,529 | 572.12% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 119,275 | 2,296 | 0.03% | 0.01% | 109 | +101,529 | 572.12% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 130,274 | 2,255 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 127,666 | 2,209 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 121,986 | 2,111 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 100,358 | 2,021 | 0.03% | 0.03% | 113 | -1,450 | -1.42% | Q3 2026 | Nov 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 115,184 | 1,993 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 113,989 | 1,973 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 96,883 | 1,951 | 0.06% | 0.01% | 116 | +71,343 | 279.34% | Q3 2026 | Oct 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 110,479 | 1,903 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 107,857 | 1,867 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | New | 92,293 | 1,858 | 0.14% | — | 119 | +92,293 | New | Q3 2026 | Oct 22, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 106,449 | 1,842 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 89,708 | 1,806 | 0.0% | 0.0% | 121 | +17,278 | 23.85% | Q3 2026 | Nov 02, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 89,338 | 1,799 | 0.02% | 0.01% | 122 | +12,768 | 16.67% | Q3 2026 | Nov 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 100,944 | 1,747 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 100,830 | 1,745 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MetLife Investment Management, LLC | History | No change | 99,455 | 1,721 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 83,914 | 1,690 | 0.26% | 0.21% | 126 | -303 | -0.36% | Q3 2026 | Oct 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 97,376 | 1,685 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 82,174 | 1,655 | 0.57% | — | 128 | +82,174 | New | Q3 2026 | Nov 04, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 78,600 | 1,583 | 0.02% | 0.02% | 129 | +3,100 | 4.11% | Q3 2026 | Oct 20, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 87,551 | 1,515 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 87,487 | 1,514 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 85,545 | 1,480 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 80,334 | 1,390 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 78,656 | 1,361 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 77,906 | 1,348 | 0.11% | 0.11% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 76,400 | 1,322 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Jupiter Topco LLC | History | No change | 76,216 | 1,316 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 63,550 | 1,283 | 0.07% | 0.05% | 138 | +12,777 | 25.16% | Q3 2026 | Oct 27, 2026 |
| Vestcor Inc | History | No change | 71,721 | 1,241 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 71,708 | 1,241 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 55,969 | 1,127 | 0.01% | 0.01% | 141 | -4,056 | -6.76% | Q3 2026 | Oct 16, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 52,191 | 1,051 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Private Advisor Group, LLC | History | No change | 57,998 | 1,003 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 49,536 | 997 | 0.0% | 0.0% | 144 | +5,314 | 12.02% | Q3 2026 | Oct 30, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 48,987 | 986 | 0.0% | 0.0% | 145 | -2,586 | -5.01% | Q3 2026 | Nov 05, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 56,150 | 972 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 55,772 | 965 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Added to | 47,478 | 956 | 0.01% | 0.01% | 148 | +1,242 | 2.69% | Q3 2026 | Oct 23, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 54,227 | 939 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 53,978 | 934 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 45,479 | 915 | 0.01% | 0.01% | 151 | -28,866 | -38.83% | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 44,643 | 899 | 0.0% | 0.0% | 152 | +5,053 | 12.76% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 43,493 | 875 | 0.0% | 0.0% | 153 | +2,641 | 6.46% | Q3 2026 | Nov 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 50,375 | 871 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 42,839 | 862 | 0.01% | 0.01% | 155 | +1,197 | 2.87% | Q3 2026 | Oct 22, 2026 |
| Arizona State Retirement System | History | Reduced | 42,712 | 860 | 0.0% | 0.0% | 156 | -1,299 | -2.95% | Q3 2026 | Nov 03, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 48,387 | 837 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 41,400 | 833 | 0.01% | 0.01% | 158 | +2,300 | 5.88% | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 41,123 | 828 | 0.01% | 0.01% | 159 | +15,969 | 63.48% | Q3 2026 | Nov 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 47,565 | 823 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 47,519 | 822 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 40,788 | 801 | 0.02% | 0.02% | 162 | +277 | 0.68% | Q3 2026 | Oct 09, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 43,316 | 749 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 42,911 | 742 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 36,056 | 726 | 0.05% | 0.05% | 165 | +2 | 0.01% | Q3 2026 | Oct 01, 2026 |
| Cetera Investment Advisers | History | No change | 40,744 | 705 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kendall Capital Management | History | No change | 35,015 | 705 | 0.12% | 0.1% | 167 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 40,000 | 693 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 39,890 | 690 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 33,597 | 676 | 0.0% | 0.0% | 170 | -1,237 | -3.55% | Q3 2026 | Oct 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 39,006 | 675 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 33,200 | 668 | 0.01% | 0.01% | 172 | +5,780 | 21.08% | Q3 2026 | Oct 28, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 36,823 | 637 | 0.24% | 0.24% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gibbs Wealth Management | History | New | 30,437 | 613 | 0.06% | — | 174 | +30,437 | New | Q3 2026 | Oct 22, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 35,100 | 607 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 34,576 | 598 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 32,799 | 567 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 31,723 | 549 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 24,908 | 507 | 0.0% | — | 179 | +24,908 | New | Q3 2026 | Oct 27, 2026 |
| State of Wyoming | History | Reduced | 23,962 | 482 | 0.04% | 0.05% | 180 | -4,968 | -17.17% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 27,770 | 481 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLSTATE CORP | History | No change | 27,394 | 474 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portside Wealth Group, LLC | History | New | 23,086 | 464 | 0.05% | — | 183 | +23,086 | New | Q3 2026 | Oct 20, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 22,214 | 447 | 0.08% | 0.04% | 184 | +8,775 | 65.3% | Q3 2026 | Oct 28, 2026 |
| XTX Topco Ltd | History | No change | 25,084 | 434 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | New | 21,222 | 427 | 0.0% | — | 187 | +21,222 | New | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 24,678 | 427 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 21,063 | 424 | 0.0% | 0.0% | 188 | +1,332 | 6.75% | Q3 2026 | Oct 23, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 20,945 | 421 | 0.0% | 0.0% | 189 | -170 | -0.81% | Q3 2026 | Nov 03, 2026 |
| Graham Capital Management, L.P. | History | No change | 24,035 | 416 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 23,862 | 413 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 60,365 | 384 | 0.0% | 0.0% | 192 | +1,242 | 2.1% | Q3 2026 | Oct 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 17,798 | 358 | 0.0% | 0.0% | 193 | +3,530 | 24.74% | Q3 2026 | Oct 28, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 20,625 | 357 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 20,409 | 353 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | No change | 16,780 | 337 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 18,504 | 320 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 15,668 | 316 | 0.0% | 0.0% | 198 | +3,436 | 28.09% | Q3 2026 | Oct 26, 2026 |
| Walleye Capital LLC | History | No change | 18,199 | 315 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,109 | 313 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XPONANCE LLC | History | Reduced | 15,417 | 310 | 0.0% | 0.0% | 201 | -5,240 | -25.37% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | New | 15,094 | 303 | 0.0% | — | 202 | +15,094 | New | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,447 | 302 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 17,060 | 295 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brucke Financial, Inc. | History | Reduced | 14,609 | 294 | 0.12% | 0.12% | 205 | -691 | -4.52% | Q3 2026 | Oct 23, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 16,900 | 292 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Asset Management Inc | History | Added to | 14,265 | 287 | 0.0% | 0.0% | 207 | +140 | 0.99% | Q3 2026 | Nov 05, 2026 |
| &PARTNERS | History | No change | 16,203 | 280 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 16,028 | 277 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 15,501 | 268 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 15,141 | 262 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 14,761 | 255 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | Added to | 12,300 | 247 | 0.13% | 0.09% | 213 | +2,000 | 19.42% | Q3 2026 | Oct 19, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 14,164 | 245 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Added to | 11,686 | 235 | 0.04% | 0.03% | 215 | +328 | 2.89% | Q3 2026 | Oct 19, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,500 | 233 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 13,057 | 226 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allianz Asset Management GmbH | History | No change | 13,000 | 225 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rafferty Asset Management, LLC | History | No change | 12,966 | 224 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Systematic Credit Ltd | History | No change | 12,978 | 224 | 0.14% | 0.14% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,864 | 222 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | New | 10,805 | 217 | 0.0% | — | 222 | +10,805 | New | Q3 2026 | Nov 05, 2026 |
| Balefire, LLC | History | New | 10,751 | 216 | 0.03% | — | 223 | +10,751 | New | Q3 2026 | Oct 09, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 10,400 | 209 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,845 | 205 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 10,019 | 173 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 10,000 | 173 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 7,250 | 146 | 0.0% | 0.0% | 229 | +594 | 8.92% | Q3 2026 | Oct 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 8,453 | 146 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 6,417 | 129 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Horizon Investments, LLC | History | No change | 7,086 | 122 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 5,975 | 120 | 0.01% | — | 232 | +5,975 | New | Q3 2026 | Oct 29, 2026 |
| Aquatic Capital Management LLC | History | No change | 6,805 | 117 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,462 | 110 | 0.0% | 0.0% | 234 | -3,158 | -36.64% | Q3 2026 | Oct 20, 2026 |
| GK Wealth Management LLC | History | New | 5,110 | 102 | 0.06% | — | 235 | +5,110 | New | Q3 2026 | Oct 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 5,415 | 93 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,305 | 86 | 0.0% | 0.0% | 238 | +36 | 0.84% | Q3 2026 | Oct 23, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 4,295 | 86 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 4,422 | 76 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 3,727 | 75 | 0.03% | 0.03% | 240 | -341 | -8.38% | Q3 2026 | Oct 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,301 | 74 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,549 | 71 | 0.0% | 0.0% | 242 | +825 | 30.29% | Q3 2026 | Oct 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,316 | 66 | 0.0% | 0.0% | 243 | +1,299 | 64.4% | Q3 2026 | Nov 06, 2026 |
| Covestor Ltd | History | Reduced | 3,150 | 63 | 0.04% | 0.04% | 244 | -841 | -21.07% | Q3 2026 | Oct 30, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 3,339 | 57 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 3,092 | 53 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,624 | 52 | 0.0% | 0.0% | 247 | +66 | 2.58% | Q3 2026 | Oct 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,223 | 44 | 0.0% | 0.0% | 248 | +2,072 | 1372.19% | Q3 2026 | Oct 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,150 | 43 | 0.0% | 0.0% | 249 | +193 | 9.86% | Q3 2026 | Nov 04, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,957 | 39 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,224 | 38 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accent Capital Management, LLC | History | No change | 1,965 | 34 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 1,607 | 32 | 0.01% | 0.0% | 253 | +807 | 100.88% | Q3 2026 | Oct 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,605 | 32 | 0.0% | 0.0% | 254 | +569 | 54.92% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,575 | 31 | 0.0% | 0.0% | 255 | +100 | 6.78% | Q3 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,703 | 29 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 1,620 | 28 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,324 | 26 | 0.0% | 0.0% | 258 | -194 | -12.78% | Q3 2026 | Oct 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,227 | 25 | 0.0% | 0.0% | 259 | -15 | -1.21% | Q3 2026 | Oct 22, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,287 | 25 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Optiver Holding B.V. | History | No change | 1,277 | 22 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 1,091 | 21 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,000 | 20 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 1,206 | 20 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| TORONTO DOMINION BANK | History | No change | 1,032 | 17 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFG Wealth Management Services, Inc. | History | New | 800 | 16 | 0.01% | — | 266 | +800 | New | Q3 2026 | Oct 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 824 | 14 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 711 | 14 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Bank of New Hampshire | History | No change | 711 | 14 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 676 | 13 | 0.0% | 0.0% | 272 | -38 | -5.32% | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 652 | 13 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| IFP Advisors, Inc | History | No change | 689 | 13 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 623 | 12 | 0.0% | — | 273 | +623 | New | Q3 2026 | Oct 21, 2026 |
| BESSEMER GROUP INC | History | No change | 659 | 11 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 541 | 10 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 470 | 8 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 394 | 7 | 0.0% | 0.0% | 278 | +106 | 36.81% | Q3 2026 | Nov 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 325 | 6 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 402 | 6 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 250 | 5 | 0.0% | 0.0% | 283 | +87 | 53.37% | Q3 2026 | Oct 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 276 | 5 | 0.0% | 0.0% | 281 | +13 | 4.94% | Q3 2026 | Nov 06, 2026 |
| UMB Bank, n.a. | History | No change | 300 | 5 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 301 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Wealth Management LLC | History | New | 200 | 4 | 0.0% | — | 289 | +200 | New | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 209 | 4 | 0.0% | 0.0% | 285 | +20 | 10.58% | Q3 2026 | Nov 03, 2026 |
| CVA Family Office, LLC | History | No change | 260 | 4 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 250 | 4 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 265 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 165 | 3 | 0.0% | — | 292 | +165 | New | Q3 2026 | Oct 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 155 | 3 | 0.0% | — | 290 | +115 | 287.5% | Q3 2026 | Oct 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 150 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 128 | 2 | 0.0% | — | 300 | +128 | New | Q3 2026 | Nov 05, 2026 |
| PRIVATE TRUST CO NA | History | New | 104 | 2 | 0.0% | — | 299 | +104 | New | Q3 2026 | Oct 20, 2026 |
| William Mack & Associates, Inc. | History | New | 100 | 2 | 0.0% | — | 301 | +100 | New | Q3 2026 | Oct 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 127 | 2 | 0.0% | 0.0% | 293 | +50 | 64.94% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | Added to | 118 | 2 | 0.0% | 0.0% | 295 | +3 | 2.61% | Q3 2026 | Nov 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 141 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rialto Wealth Management, LLC | History | No change | 133 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 144 | 2 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 131 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Private Wealth Management, LLC | History | New | 81 | 1 | 0.0% | — | 306 | +81 | New | Q3 2026 | Oct 19, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 88 | 1 | 0.0% | — | 304 | +40 | 83.33% | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 68 | 1 | 0.0% | — | 302 | +23 | 51.11% | Q3 2026 | Oct 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 88 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 90 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penn Capital Management Company, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -1,181,176 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -344,765 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2026 | Oct 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 39 | 0 | — | — | — | +39 | New | Q3 2026 | Oct 23, 2026 |
| Burk Holdings LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q3 2026 | Nov 04, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 45 | 0 | — | — | — | +14 | 45.16% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 23, 2026 |
| Davis Capital Management | History | Added to | 19 | 0 | — | — | — | +9 | 90.0% | Q3 2026 | Oct 08, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 12 | 0 | — | — | — | +7 | 140.0% | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Rossby Financial, LCC | History | Added to | 28 | 0 | — | — | — | +3 | 12.0% | Q3 2026 | Nov 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 28 | 0 | — | — | — | +2 | 7.69% | Q3 2026 | Oct 15, 2026 |
| James T. Borello RIA | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q3 2026 | Oct 16, 2026 |
| Signature Resources Capital Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| ASSETMARK, INC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silicon Valley Capital Partners | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| LRI Investments, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |